TOBAM’s HEICO Corp HEI Stock Holding History

TOBAM’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4	Closed	-$1K	–	267
2025 Q3	$1K	Buy	+4	New	+$1.27K	﹤0.01%	245
2025 Q2	–	Sell	-111	Closed	-$30K	–	272
2025 Q1	$30K	Sell	111 -67	-38%	-$16.3K	0.01%	192
2024 Q4	$42K	Hold	178	–	–	0.01%	302
2024 Q3	$47K	Buy	+178	New	+$43.1K	0.01%	301

Other funds holding HEI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TOBAM's HEI Position: Q4 2025 in Review

TOBAM sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 4 shares — an estimated $1K sold.

TOBAM first reported a position in HEI in Q3 2024 and held it in 4 quarters. The position peaked at $47K in Q3 2024. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

TOBAM reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
TOBAM sold 4 HEICO Corp shares in Q4 2025, an estimated $1K.
TOBAM first reported a position in HEICO Corp in Q3 2024 and held it in 4 quarters.
TOBAM's HEICO Corp position peaked at $47K in Q3 2024.
757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on TOBAM's 13F filing for Q4 2025, filed 2 Mar 2026.